Purchases and Sales Made in Q3 2024 in Ishares Tr Russell 200 Growth (IWY)
This table provides information about the institutional ownership of Ishares Tr Russell 200 Growth (IWY) during Q3 2024. The information is specifically focused on institutions that hold shares of ISHARES TR RUSSELL 200 GROWTH .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.65K- 4.9% |
$322K - $374K
|
32.1K
$7.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.71K- 59.16% |
$334K - $387K
|
1.18K
$282K
|
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.8K- 12.19% |
$351K - $407K
|
13K
$3.09M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.87K- 1.77% |
$365K - $423K
|
104K
$24.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.04K- 65.17% |
$398K - $462K
|
1.09K
$260K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.13K- 8.94% |
$414K - $481K
|
21.7K
$5.16M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.24K- 20.58% |
$436K - $507K
|
8.65K
$2.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.26K- 18.6% |
$441K - $512K
|
9.91K
$2.36M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-2.46K- 41.35% |
$479K - $556K
|
3.49K
$831K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-2.47K- 5.27% |
$481K - $558K
|
44.4K
$10.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-2.89K- 23.73% |
$562K - $653K
|
9.28K
$2.21M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.91K- 50.49% |
$567K - $658K
|
2.86K
$679K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-3.16K- 22.75% |
$615K - $713K
|
10.7K
$2.55M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.31K- 5.73% |
$645K - $748K
|
54.4K
$13M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.33K- 11.23% |
$648K - $752K
|
26.3K
$6.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.28K- 3.92% |
$832K - $966K
|
105K
$24.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-4.51K- 4.34% |
$877K - $1.02M
|
99.4K
$23.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-4.69K- 1.73% |
$913K - $1.06M
|
266K
$63.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.73K- 10.89% |
$920K - $1.07M
|
38.7K
$9.21M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-5.1K- 81.53% |
$993K - $1.15M
|
1.16K
$275K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.24K- 11.51% |
$1.02M - $1.18M
|
40.3K
$9.59M
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-5.29K- 9.52% |
$1.03M - $1.2M
|
50.3K
$12M
|
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-5.74K- 4.09% |
$1.12M - $1.3M
|
135K
$32M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-6.13K- 43.81% |
$1.19M - $1.39M
|
7.87K
$1.87M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.59K- 5.7% |
$1.28M - $1.49M
|
109K
$25.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-7.18K- 6.43% |
$1.4M - $1.62M
|
104K
$24.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.22K- 1.09% |
$1.41M - $1.63M
|
654K
$156M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.59K- 3.14% |
$1.48M - $1.72M
|
235K
$55.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-7.99K- 65.65% |
$1.56M - $1.81M
|
4.18K
$995K
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-9.7K- 10.77% |
$1.89M - $2.19M
|
80.4K
$19.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-10.1K- 18.17% |
$1.97M - $2.29M
|
45.7K
$10.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
SELL
|
- |
-11K- 36.16% |
$2.14M - $2.48M
|
19.4K
$4.61M
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-12.2K- 3.6% |
$2.38M - $2.77M
|
328K
$78M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-13.4K- 7.5% |
$2.6M - $3.02M
|
165K
$39.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-14.5K- 33.42% |
$2.83M - $3.29M
|
29K
$6.89M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-15.1K- 57.95% |
$2.95M - $3.42M
|
11K
$2.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-16.3K- 38.61% |
$3.17M - $3.68M
|
25.9K
$6.16M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-18.5K- 4.14% |
$3.6M - $4.18M
|
429K
$102M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-19.1K- 89.94% |
$3.71M - $4.31M
|
2.13K
$507K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-22.1K- 8.51% |
$4.3M - $4.99M
|
237K
$56.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-25.4K- 30.28% |
$4.95M - $5.75M
|
58.6K
$13.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-32K- 12.09% |
$6.22M - $7.22M
|
232K
$55.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-32.7K- 82.5% |
$6.37M - $7.4M
|
6.95K
$1.65M
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-35.1K- 95.9% |
$6.83M - $7.93M
|
1.5K
$357K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-35.1K- 78.14% |
$6.83M - $7.93M
|
9.82K
$2.34M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-38.1K- 55.14% |
$7.41M - $8.6M
|
31K
$7.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-55.6K- 25.91% |
$10.8M - $12.6M
|
159K
$37.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-68.5K- 9.1% |
$13.3M - $15.5M
|
684K
$163M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-70.7K- 4.15% |
$13.8M - $16M
|
1.63M
$389M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-92.4K- 14.15% |
$18M - $20.9M
|
561K
$133M
|